Tax schedule maps—Taxes application

Related information

Related topics

• How tax works in the Taxes application

Tax schedule maps associate tax schedules with one or more combinations of contact tax groups and item tax groups, depending on your subscriptions and usage. These maps determine the taxes that are applied to a line item.

To view your list of tax schedule maps, go to Accounts Payable, Accounts Receivable, Order Entry, or Purchasing > Setup > Tax and select Schedule maps. From the list, you can add, edit, and view a tax schedule map.

You can also find the list of tax schedule maps by going to Taxes > Setup > Input taxes or Output taxes, and selecting Schedule maps.

About tax schedules maps

Tax schedule maps work differently depending on the tax solution and application.

In Accounts Receivable and Accounts Payable, tax schedule maps determine the tax details that are displayed when entering line items in invoices, bills, and adjustments. For each line item, you manually select the tax detail, and then Intacct calculates the taxes for the line based on the rate for the tax detail.

In Order Entry and Purchasing, tax schedule maps also determine the tax details that are applied to calculate tax. However, Intacct automatically selects the tax details and calculates the tax.

You can mark standard tax schedule maps as inactive. Inactive tax schedule maps are no longer used for automatic tax calculations when creating transactions. When you make a standard tax schedule map inactive, you can create a custom tax schedule map to replace it as the default tax schedule map for that combination of contact tax group and item tax group.

You can override the calculated taxes in any application.

• Accounts Receivable
• Accounts Payable
• Order Entry
• Purchasing

Accounts Receivable

A tax schedule map associates a tax schedule with customers through a contact tax group. The tax schedule contains the tax details.

When you enter a transaction for a customer in a particular contact tax group, Intacct uses the tax schedule map to determine which tax details you can manually apply to the line items in the transaction. The tax details are displayed for each tax schedule map that matches the contact tax group.

Accounts Payable

A tax schedule map associates a tax schedule with vendors through a contact tax group. The tax schedule contains the tax details.

When you enter a transaction for a vendor in a particular contact tax group, Intacct uses the tax schedule map to determine which tax details (tax rates) you can manually apply to the line items in the transaction. The tax details are displayed for each tax schedule map that matches the contact tax group.

Order Entry

A tax schedule map associates a tax schedule with customers (through a contact tax group) and items (through an item tax group). The tax schedule contains the tax detail records, which define the amount of tax to apply.

When you enter an invoice for a customer in a particular contact tax group and enter a line for an item in a particular item tax group, Sage Intacct uses the tax schedule map to determine which tax details to use to calculate the subtotal tax item. The tax details from all tax schedule maps that have the combination of the contact tax group and the item tax group are used.

Purchasing

A tax schedule map associates a tax schedule with customers (through a contact tax group) and items (through an item tax group). The tax schedule contains the tax detail records, which define the amount of tax to apply.

When you enter an invoice for a customer in a particular contact tax group and enter a line for an item in a particular item tax group, Sage Intacct uses the tax schedule map to determine which tax details to use to calculate the subtotal tax item. The tax details from all tax schedule maps that have the combination of the contact tax group and the item tax group are used.

Where are tax schedule maps shared?

The following applications share the same set of tax schedule maps:

• Accounts Payable and Purchasing
• Accounts Receivable and Order Entry

This means the tax schedule maps created in Taxes (input taxes), Accounts Payable, or Purchasing are used in both applications for any of the VAT tax solutions. Similarly, the same is true for tax schedule maps created in Taxes (output taxes), Accounts Receivable, or Order Entry.

However, in Accounts Receivable and Accounts Payable, Intacct ignores the transaction definition and item tax group fields in the tax schedule maps.

Add a tax schedule map

You can add as many tax schedules maps as you need. When you enter a line item on a transaction, Intacct applies tax details from all tax schedule maps that match the applicable combination of contact tax groups and item tax groups, depending on the application.

1. From the Tax Schedule Maps list, select Add.
2. Select the Order Entry or Purchasing transaction definition to which the tax schedule map applies from the Transaction name dropdown list.
   If you do not specify a transaction definition, the tax schedule map will apply to all transactions that meet the tax schedule map criteria.

   This field is ignored in Accounts Receivable and Accounts Payable when Intacct evaluates which tax schedule maps to apply.

3. Select an item tax group from the Item tax group dropdown list. This field is ignored in Accounts Receivable and Accounts Payable when Intacct evaluates which tax schedule maps to apply.
4. Select a contact tax group from the Contact tax group dropdown list.
5. Select a tax schedule from the Tax schedule dropdown list.
   If you cannot find the tax schedule you're looking for:

   The dropdown list only displays tax schedules created in the matching application and its shared application. Tax schedules and tax schedule maps are shared between the following applications:

   • Accounts Receivable and Order Entry
   • Accounts Payable and Purchasing
6. Select Save.

Edit a tax schedule map

You can change the associations within a tax schedule map. Any modifications affect the tax for line items that are created or modified after the tax schedule map was modified.

1. From the Tax Schedule Maps list, find the tax schedule map you want to modify and select Edit.
2. Modify the tax schedule map as needed.
3. Select Save.

Make a tax schedule map inactive

You can mark standard tax schedule maps as inactive. Inactive tax schedule maps are no longer used for automatic tax calculations when creating transactions. When you make a standard tax schedule map inactive, you can create a custom tax schedule map to replace it as the default tax schedule map for that combination of contact tax group and item tax group.

1. From the Tax Schedule Maps list, find the tax schedule map you want to modify and select Edit.
2. In the Status dropdown, select Inactive.
   You can make a tax schedule map active again by returning to this page and selecting Active for the status.
3. Select Save.

Delete a tax schedule map

You can delete a tax schedule map if you decide you no longer need it. Deleting a tax schedule map removes the tax schedule map from Intacct, and the tax schedule map cannotbe recovered.

1. From the Tax Schedule Maps list, Select Delete next to a tax schedule map.
2. Select OK on the delete confirmation modal.

Field descriptions

The following table describes each item in the Tax schedule map information page.